From document backlog to an audit-ready book of business
Broker administration rarely fails for lack of data. It fails because the data sits in PDFs, email attachments and scans. We read these documents with AI models we operate ourselves and turn policies, lines of business, carriers, premiums and deadlines into a structured book of business. Every extracted value stays linked to its source page. The result is a traceable, verifiable record rather than another opaque database.
Market interfaces are part of the build. Through BiPRO standards for claims and tariff data and the German GDV data format, we synchronise portfolios with carriers and pools. Commission and brokerage reconciliation compares expected and received amounts per contract and surfaces discrepancies before they become losses.
Your claims and advisory workflows run on this foundation. A citation-grounded query answers questions across the entire portfolio: which contracts expire, where documentation is missing, which client is underinsured. Each answer names the document it relies on. Insurance data is highly sensitive, so everything runs on our own servers in Germany, under GDPR, without US cloud services.
- Automated document import for policies, endorsements and claims files
- Portfolio management by line of business, contract and carrier, source-linked
- Commission and brokerage reconciliation with discrepancy checks
- BiPRO and GDV interfaces to carriers and pools
- Citation-grounded portfolio research for brokers and MGAs